Create Charts so you can visualize your data in relation to stock price.

Trade stocks with TD Ameritrade and save detailed records of those trades.

A Must Own Tool for Every Individual Investor!

Checklist Investor is a powerful and easy to use tool for the Intelligent Investor.
Inspired by the methods and strategies of the all time investing greats, this patent pending software helps you implement the Common Traits of Successful Investors.

We are so confident that Checklist Investor will make you a better investor, we offer
a Money Back Guarantee.

Thousands of investors are already using Checklist Investor. Join them today!

Follow the strategies of Buffett, Graham, Lynch, and other experts.

A few examples of the "Words of Wisdom" that can be included in a Checklist:

"High valuations entail high risk. Much of the valuation of high valuation stocks is based on assumed future performance.
If the predictions of the future do not materialize significant declines in price will occur."-- Intelligent Investor Checklist (Warren Buffett/Benjamin Graham Strategy)

"Its harder to stick with a winning stock after the price goes up than it is to
believe in it when the price goes down. You should be able to review the reasons you own a
stock, and if they are still valid, then stick with it."-- Up On Wall Street Checklist (Peter Lynch Strategy)

When you should use our award winning software:

1. BEFORE you make a transaction (Buy or Sell) in the stock market.

Create a Buy or Sell entry in Checklist Investor and complete your Checklists to ensure you are focused on what is important.

Place stock equity trades, and save a detailed record of each trade (order type, limit price, etc.)

Using the 1-click TD Ameritrade balance check, save a snapshot copy of your positions and balances at that moment in time.

Easily graph your account balance over time.

A winning strategy for individual investors:

Individuals can and do beat the pros! The use of our software enhances your ability to think for yourself so you can
be your own stock analyst. Because of SEC Regulation FD (Fair Disclosure), companies must release material information publicly, so now the individual investor gets the same information as the analysts. You can easily access this information with the Internet Research tool.

With Checklist Investor you can customize your own strategy or use the
ones that are included with the software. You can even combine your
strategy with those of well known experts, such as Benjamin Graham, Warren Buffett and
Peter Lynch. Click to view an excellent article Common Traits of Successful Investors that every investor should read.

For the new investor, Checklist Investor will help get
you started on the right path by allowing you to follow the investment
philosophy of the all time greats.
For the already experienced investor, Checklist Investor allows
you to enhance your own investment philosophy, so you can continue to improve on it.

Note - For storing non-computer files, we now have copies of the Checklist Investor Workbook in stock!

What are the Top 10 Reasons to use Checklist Investor?

Make more money by improving your returns.

Organize all your financial analysis, predictions, and information
in one place.

Improve your financial knowledge and learn from the all time greats.

Help you ignore the nonsensical financial "advice" which we are bombarded
with on a daily basis.

You should spend at least 1 hour a week on your investments, and you
need a tool to record your thoughts and progress each week.

Our software will pay for itself by preventing one bad trade.

Amateurs can and do beat the pros. Become your own securities analyst.